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January 2019

Conquering Financial Fear
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Money ranks as the second-most stressful thing in Americans’ lives. Money is a difficult thing to discuss; it can be complicated and stressful. According to the APA’s 2016 “Stress in America” survey, money ranks as the second-most stressful thing in...
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What is a “Financial Plan”?
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A recent study by Charles Schwab found that 75% of Americans don’t have a financial plan. Understandably, nearly half of those who don’t said it's because they thought they didn’t have enough money to bother. More surprisingly 40% said it's because it...
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The 1% Market Move: 01/18/2019
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The Bottom Line S&P 500 up +1.32% Stoxx Europe 600 up +1.80% Shanghai Composite Index up +1.42% So What Happened? The S&P 500 registered its second +1% move of the week, closing up 1.32%, while broader Europe and Asia ended...
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The 1% Market Move: 01/15/2019
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The Bottom Line S&P 500 up +1.07% Stoxx Europe 600 up +0.35% Shanghai Composite Index up +1.36% So What Happened? The S&P 500 inched up +1.07% today, making this just the 3rd +/- 1% move of 2019 and the first...
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Why you still need a Financial Advisor
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In today’s complex investing environment, finding the right advisor is more important than ever. With the simple act of buying and selling stocks full democratized by the internet, the next revolution in financial technology appears to be something called “robo-advisors”....
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The 1% Market Move: 01/04/2019
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The Bottom Line S&P 500 up +3.43% Stoxx Europe 600 up +2.83% Shanghai Composite Index up +2.05% So What Happened? The New Year’s party rallied today as almost all major stock indices surged across the globe. In the U.S. the...
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The 1% Market Move: 01/03/2019
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The Bottom Line S&P 500 down –2.48% Stoxx Europe 600 down –0.98% Shanghai Composite Index down –0.04% So What Happened? It only took two days for the U.S. stock market to register its first 1% move of 2019 as the...
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